Cliff Asness’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $208M | Buy |
1,849,756
+1,096,777
| +146% | +$112M | 0.07% | 379 |
|
|
2026
Q1 | $71.5M | Buy |
752,979
+483,481
| +179% | +$50.6M | 0.03% | 619 |
|
|
2025
Q4 | $26.4M | Sell |
269,498
-759,724
| -74% | -$78.5M | 0.01% | 849 |
|
|
2025
Q3 | $111M | Buy |
1,029,222
+794,851
| +339% | +$86.3M | 0.07% | 384 |
|
|
2025
Q2 | $22.5M | Buy |
234,371
+164,543
| +236% | +$18.1M | 0.02% | 760 |
|
|
2025
Q1 | $8.27M | Sell |
69,828
-76,786
| -52% | -$8.29M | 0.01% | 936 |
|
|
2024
Q4 | $16.1M | Sell |
146,614
-156,750
| -52% | -$18M | 0.02% | 708 |
|
|
2024
Q3 | $36.7M | Sell |
303,364
-128,342
| -30% | -$15.1M | 0.05% | 462 |
|
|
2024
Q2 | $46.9M | Sell |
431,706
-100,750
| -19% | -$11.4M | 0.07% | 346 |
|
|
2024
Q1 | $67M | Sell |
532,456
-176,096
| -25% | -$22.3M | 0.11% | 219 |
|
|
2023
Q4 | $88.9M | Buy |
708,552
+63,780
| +10% | +$7.39M | 0.17% | 138 |
|
|
2023
Q3 | $79.2M | Buy |
644,772
+150,231
| +30% | +$21.3M | 0.16% | 159 |
|
|
2023
Q2 | $72.7M | Buy |
494,541
+33,042
| +7% | +$5.04M | 0.15% | 153 |
|
|
2023
Q1 | $72.6M | Buy |
461,499
+48,059
| +12% | +$7.3M | 0.16% | 154 |
|
|
2022
Q4 | $65.5M | Buy |
413,440
+104,990
| +34% | +$15.6M | 0.15% | 171 |
|
|
2022
Q3 | $42.4M | Sell |
308,450
-117,547
| -28% | -$16M | 0.1% | 237 |
|
|
2022
Q2 | $54.5M | Sell |
425,997
-88,167
| -17% | -$11.8M | 0.12% | 206 |
|
|
2022
Q1 | $69.2M | Sell |
514,164
-135,427
| -21% | -$18.5M | 0.13% | 184 |
|
|
2021
Q4 | $87.9M | Sell |
649,591
-207,292
| -24% | -$26.4M | 0.16% | 147 |
|
|
2021
Q3 | $103M | Buy |
856,883
+48,035
| +6% | +$6.11M | 0.19% | 125 |
|
|
2021
Q2 | $105M | Sell |
808,848
-117,464
| -13% | -$15.6M | 0.18% | 133 |
|
|
2021
Q1 | $117M | Buy |
926,312
+153,193
| +20% | +$18.1M | 0.19% | 125 |
|
|
2020
Q4 | $88.8M | Sell |
773,119
-73,123
| -9% | -$8.5M | 0.16% | 145 |
|
|
2020
Q3 | $96M | Sell |
846,242
-122,737
| -13% | -$13.7M | 0.16% | 144 |
|
|
2020
Q2 | $102M | Buy |
968,979
+1,857
| +0.2% | +$209K | 0.16% | 139 |
|
|
2020
Q1 | $105M | Buy |
967,122
+241,651
| +33% | +$25.8M | 0.18% | 143 |
|
|
2019
Q4 | $75.1M | Buy |
725,471
+332,504
| +85% | +$35.2M | 0.09% | 295 |
|
|
2019
Q3 | $43.2M | Buy |
392,967
+291,929
| +289% | +$32.5M | 0.05% | 409 |
|
|
2019
Q2 | $11.6M | Buy |
101,038
+91,216
| +929% | +$11.1M | 0.01% | 729 |
|
|
2019
Q1 | $1.14M | Sell |
9,822
-35,526
| -78% | -$3.71M | ﹤0.01% | 1515 |
|
|
2018
Q4 | $4.24M | Buy |
45,348
+10,227
| +29% | +$1.07M | ﹤0.01% | 997 |
|
|
2018
Q3 | $3.6M | Sell |
35,121
-41,023
| -54% | -$4.48M | ﹤0.01% | 1141 |
|
|
2018
Q2 | $8.18M | Buy |
+76,144
| New | +$8.55M | 0.01% | 851 |
|
|
2018
Q1 | – | Sell |
-30,413
| Closed | -$3.78M | – | 2271 |
|
|
2017
Q4 | $3.78M | Sell |
30,413
-245,940
| -89% | -$27.3M | ﹤0.01% | 1132 |
|
|
2017
Q3 | $29M | Sell |
276,353
-112,828
| -29% | -$12.9M | 0.03% | 502 |
|
|
2017
Q2 | $46.1M | Sell |
389,181
-88,281
| -18% | -$11.2M | 0.06% | 408 |
|
|
2017
Q1 | $62.6M | Sell |
477,462
-366,718
| -43% | -$49.8M | 0.08% | 328 |
|
|
2016
Q4 | $108M | Sell |
844,180
-36,649
| -4% | -$4.75M | 0.15% | 184 |
|
|
2016
Q3 | $119M | Buy |
880,829
+677,476
| +333% | +$99.4M | 0.18% | 146 |
|
|
2016
Q2 | $31M | Buy |
203,353
+56,244
| +38% | +$7.48M | 0.05% | 456 |
|
|
2016
Q1 | $19.1M | Buy |
147,109
+8,727
| +6% | +$1.1M | 0.03% | 555 |
|
|
2015
Q4 | $17.1M | Buy |
138,382
+32,156
| +30% | +$3.83M | 0.03% | 586 |
|
|
2015
Q3 | $12.1M | Sell |
106,226
-24,875
| -19% | -$2.77M | 0.02% | 580 |
|
|
2015
Q2 | $14.2M | Sell |
131,101
-585
| -0.4% | -$67.7K | 0.03% | 519 |
|
|
2015
Q1 | $15.2M | Sell |
131,686
-70,454
| -35% | -$7.72M | 0.03% | 445 |
|
|
2014
Q4 | $20.4M | Sell |
202,140
-80,648
| -29% | -$8.17M | 0.04% | 473 |
|
|
2014
Q3 | $28M | Sell |
282,788
-174,856
| -38% | -$17.9M | 0.08% | 321 |
|
|
2014
Q2 | $48.8M | Sell |
457,644
-15,100
| -3% | -$1.52M | 0.13% | 209 |
|
|
2014
Q1 | $46M | Sell |
472,744
-102,079
| -18% | -$9.92M | 0.14% | 185 |
|
|
2013
Q4 | $59.6M | Buy |
574,823
+22,179
| +4% | +$2.35M | 0.18% | 151 |
|
|
2013
Q3 | $58M | Buy |
552,644
+141,904
| +35% | +$15.4M | 0.2% | 121 |
|
|
2013
Q2 | $42.4M | Buy |
+410,740
| New | +$41.8M | 0.15% | 174 |
|
Other funds holding SJM
Cliff Asness's SJM Position: Q2 2026 in Review
Cliff Asness increased its J.M. Smucker (SJM) stake by 146% in Q2 2026, buying an estimated $112M and bringing the position to 1,849,756 shares worth $208M. The position accounts for 0.07% of the portfolio, ranked #379.
Cliff Asness first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. 880 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Cliff Asness held 1,849,756 shares of J.M. Smucker worth $208M as of Q2 2026.
- Cliff Asness bought 1,096,777 J.M. Smucker shares in Q2 2026, an estimated $112M.
- J.M. Smucker made up 0.07% of Cliff Asness's portfolio in Q2 2026, its #379 holding.
- Cliff Asness first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
- 880 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.